Client origins are automatically pulled to the process origin
Good afternoon. Tell me, is it possible to somehow remove the automatic assignment of the source of the process to the source of the client?
At the moment, some clients have a source, when creating a process, it is assigned by the source of the process, and automatic assignment of the source from utm tags in the process no longer reassigns it (we do not change the source of the process, if it is assigned)
Original question is available on version: ru
At the moment, some clients have a source, when creating a process, it is assigned by the source of the process, and automatic assignment of the source from utm tags in the process no longer reassigns it (we do not change the source of the process, if it is assigned)
Answers:
Irina, how exactly are such processes added? give an example of such a process
10.03.2021, 18:40
Original comment available on version: ru
Zamogilny Dmitry
Employee wrote:
Irina, how exactly are such processes added? give an example of such a process
Dmitry, here is the client https://crm.ohrana.ua/admin/shop/users/75142/ he has a Telegram source https://prnt.sc/10i9v8u, I create a process https://crm.ohrana.ua/admin/ customorder/zakaz-klienta/376120/edit/ and source https://prnt.sc/10i9whs already assigned.
10.03.2021, 23:01
Original comment available on version: ru
I create a process from the client card through the process creation button, or from the incoming call window, or I create it from the main menu and add the client to it
10.03.2021, 23:02
Original comment available on version: ru
you can make a setting in the system - do not set the source of the process when creating it as the client source - 1 hour
11.03.2021, 08:07
Original comment available on version: ru
Dmitry, thanks, as we decide - I will describe
11.03.2021, 10:23
Original comment available on version: ru
Zamogilny Dmitry wrote:
you can make a setting in the system - do not set the source of the process when creating it as the client source - 1 hour
Dmitry, we are starting to work, on account of paid hours for the project https://crm.ohrana.ua/
16.03.2021, 12:02
Original comment available on version: ru
Dmitry, tell me, is the revision launched? Thanks
18.03.2021, 09:39
Original comment available on version: ru
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